Sberbank - Global Ports Investments (GDR) (GLPR) ... CIS Market Daily - 19 июля 2021

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Sberbank

Andrey Kuznetsov ...

Andrey Gromadin
Anna Kotelnikova
Anton Stroutchenevski
Artem Vinogradov
Cole Akeson
Georgiy Ivanin
Lyudmila Melnikova
Mikhail Krasnoperov
Research Team

CIS Market Daily - 19 июля 2021

КОММЕНТАРИЙ И ПРОГНОЗ - СИТУАЦИЯ В ЭКОНОМИКЕ США И НОВОСТИ НА ТЕМУ COVID-19 ОБЕСПОКОИЛИ РЫНКИ Большинство рынков в пятницу закрылись снижением после того, как неблагоприятные данные по потребительской уверенности в США подпортили настрой в ходе неоднозначной сессии. Индекс РТС снизился на 0,6% до 1 603 пунктов. Члены ОПЕК+ на выходных достигли договоренности об увеличении добычи, и баррель Брент подешевел еще на 1% до $73/барр. Большинство утренних индикаторов к моменту начала торгов в Москве были пессимистичными.
НОВОСТИ> Российский внешний долг в 2К21 вырос до $471,4 млрд> Члены ОПЕК+ достигли договоренности о повышении добычи нефти> Операционные показатели X5 Retail Group за 2К21: годовые темпы роста выручки достигли 10,6%> Global Ports: сильные операционные результаты за 2К21> Экономический рост в Казахстане в июне составил 4,9%, оставшись практически на уровне мая> Годовая инфляция на Украине в июне стабилизировалась на уровне 9,5%

19/07/2021 19 RU

Underlyings

Global Ports Investments (GDR)

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US37951Q2021 London Stock Exchange Cyprus

X5 Retail Group N.V. Sponsored GDR RegS

X5 Retail Group is a holding company. The main activity of Co. is the development and operation of grocery retail stores. Co. operates a retail chain of soft-discount, supermarket and hypermarket stores under the brand names "Pyaterochka", "Perekrestok" and "Karusel" in major population centres in Russia, including but not limited to Moscow, St. Petersburg, Nizhniy Novgorod, Rostov-on-Don, Kazan, Samara, Lipetsk, Chelyabinsk, Perm, Ekaterinburg and Kiev, Ukraine.

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US98387E2054 Germany

Provider

Sberbank

Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

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Analysts

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Georgiy Ivanin

Lyudmila Melnikova

Mikhail Krasnoperov

Research Team

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CIS Market Daily - March 18, 2022

MARKET COMMENT - SOME BOND HOLDERS RECEIVE COUPONS WHILE EQUITIES STILL FROZEN, CAPITAL CONTROLS IN PLACEThe ruble gained 4.5% in Moscow Exchange trading and fell 4.9% in offshore trading to be quoted around USD/RUB 102-103, reaching the narrowest spread in weeks. Reuters reported that some bond holders had successfully received dollar coupon payments that were due on Russian sovereigns. STORIES> Russia's budget surplus reaches R156 bln in February> X5 Group's 4Q21 EBITDA 7% above our estimate

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Sberbank

CIS Market Daily - 18 марта 2022

КОММЕНТАРИЙ И ПРОГНОЗ - ДЕРЖАТЕЛИ ЕВРООБЛИГАЦИЙ РФ ПОЛУЧИЛИ КУПОННЫЕ ВЫПЛАТЫ, РОССИЙСКИЕ АКЦИИ ПО-ПРЕЖНЕМУ ЗАМОРОЖЕНЫ ДЛЯ НЕРЕЗИДЕНТОВ ИЗ-ЗА ОГРАНИЧЕНИЙ НА ВЫВОЗ КАПИТАЛАРубль вчера укрепился на 4,5% на Московской бирже, но на внешнем рынке просел на 4,9% до 102-103 руб. за доллар, и разница между курсами на внешнем и внутреннем рынках стала наименьшей за последние недели. Агентство Reuters сообщило, что держатели российских суверенных еврооблигаций благополучно получили купонные платежи в долларах. НОВОСТИ> Профицит бюджета РФ в феврале достиг 156 млрд руб.> Нефть подорожала на фоне неопредел...

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Russian Consumer - Unemployment and Income: The Outlook for 2022

In its modern history, Russia has not suffered any major spikes in joblessness. Its unemployment rate has ranged from between 4.8% and 8.3% since 2005 (versus 3.6-9.9% in the US for the same period). However, considering the sectors currently affected and companies scaling down operations in Russia, we see 1.1 mln out of the total 71 mln jobs at risk. But because this comes amid a labor shortage, which emerged in late 2021, companies are aiming to hold on to personnel, while the government is announcing extra social support measures. In a conservative scenario, the unemployment rate could go u...

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Alisa Zakirova ... (+3)

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Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

This morning, the ruble has weakened somewhat offshore, sliding to USD/RUB 98, whereas on the Moscow Exchange it is trading at 95.5. In focus today will be EU and NATO summits at which comments about Russia's plan to switch to ruble settlement for gas could be forthcoming. It is possible that the rhetoric toward Russia will become harsher. Against this backdrop, we think the ruble's advance will take a pause and that it will remain around 96.

March 24, 2022 March 24, 2022 1 EN

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CIS Market Daily - 19 июля 2021

X5 Retail Group N.V.: 1 director

CIS Market Daily - March 18, 2022

CIS Market Daily - 18 марта 2022

Russian Consumer - Unemployment and Income: The Outlook for 2022

Russian Banks - What We Know at This Stage

Russia FX/Rates Snapshot - March 24, 2022. Ruble Could Take a Pause After Sharp Gains

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